skip to Main Content

xplan xmerge

Search
Generic filters
Exact matches only
Filter by Custom Post Type

Try these: client detailstasks syntaxsuperannuation

Bank Details

Xmerge information for bank details:

Setec Astronomy

<:for item in $client.bank:>
Account Name: <:=item.account_name:>
BSB: <:=item.branch_code:>
Account Number: <:=item.acct_no:>
<:end:>

Group Fields

All the fields from the bank group can be used in the loop above:

Field

Path

Syntax

Owner owner <:=item.owner:>
Type type <:=item.type:>
Bank bank <:=item.bank:>
Branch branch <:=item.branch:>
Preferred preferred <:=item.preferred:>
Account Details    
Account Name account_name <:=item.account_name:>
Branch Code (BSB) branch_code <:=item.branch_code:>
Account Number acct_no <:=item.acct_no:>
Account First Name acct_first_name <:=item.acct_first_name:>
Account Surname acct_name <:=item.acct_name:>
Account Initials acct_initials <:=item.acct_initials:>
More    
Source source <:=item.source:>
External Account ID acct_id <:=item.acct_id:>
Payment Options xpt_payment_options <:=item.xpt_payment_options:>
IBAN Code xpt_swift_iban_code <:=item.xpt_swift_iban_code:>
Swift Code xpt_swift_code <:=item.xpt_swift_code:>
Clearing House xpt_swift_clearing_house_details <:=item.xpt_swift_clearing_house_details:>
Account Used for Collection xpt_used_for_collection <:=item.xpt_used_for_collection:>
Account Used for Payment xpt_used_for_payment <:=item.xpt_used_for_payment:>

Check for Bank Details

Use the syntax below to check if any banking details are recorded for the client:

Setec Astronomy

<:if len($client.bank):>
<:for item in $client.bank:>
Account Name: <:=item.account_name:>
<:end:>
<:else:>
Please provide your Bank details
<:end:>

Preferred Bank Details

Output just the preferred bank account details:

Setec Astronomy

<:for item in $client.bank.filter(‘preferred=True’):>
Account Name: <:=item.account_name:>
BSB: <:=item.branch_code:>
Account Number: <:=item.acct_no:>
<:end:>

Alternatively:

Setec Astronomy

<:for item in [x for x in $client.bank if str(x.owner.text) ==’Client’ and str(x.preferred.text)==’Yes’]:>
Account Name: <:=item.account_name:>
BSB: <:=item.branch_code:>
Account Number: <:=item.acct_no:>
<:end:>

See also

Back To Top